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Description
CaseFox is a powerful, all-in-one legal billing and practice management platform designed for law firms of all sizes, attorneys, CPAs, consultants, investigators, accountants, and corporate legal teams. Streamline your legal operations with time and expense tracking, automated billing, invoicing (including LEDES), bulk invoice generation, and secure online payments—all while ensuring compliance and reducing administrative overhead.
Boost efficiency with AI-powered document generation and analysis, simplifying the creation and review of legal documents. Manage cases seamlessly with client intake forms, conflict checks, case management tools, task tracking, and legal calendaring. Stay organized with document management, client portals, and advanced reporting for data-driven decision-making.
Integrate effortlessly with Microsoft Outlook, Google Suite (Docs, Drive, Calendar), QuickBooks, Xero, OneDrive, PayPal, LawPay, Keap, and iCal to centralize workflows. Whether you're a solo practitioner or a large legal team, CaseFox adapts to your needs with scalable, secure, and user-friendly solutions that save time and increase profitability.
Why Choose CaseFox?
✅ Cloud-based – Access anytime, anywhere
✅ End-to-end automation – Reduce manual work
✅ Seamless integrations – Works with tools you already use
✅ Scalable – Perfect for solo attorneys to large firms
Optimize your legal practice today with CaseFox—the smarter way to manage billing, cases, and client workflows.
Description
Your team dedicates immense effort to resolve conflicts, register and manage new matters, all while ensuring adherence to regulatory compliance. Enhance their capabilities with an all-encompassing tool designed to boost their effectiveness and efficiency. By streamlining and standardizing your manual processes for onboarding new business, a versatile workflow engine can be utilized. The implementation of intelligent workflows simplifies compliance with AML and KYC regulations, making the process smoother. Speed up decision-making for new business by generating high-quality, centralized intake data, eliminating the need for cumbersome paper files and tedious review procedures. With a robust form builder, reporting tools, alert triggers, and capabilities for tracking the lifecycle of matters, you can integrate and scale essential policies seamlessly. A conflict management tool should align with your team's working style. Timely evaluations of your firm's potential business relationships demand flexibility and sophisticated analysis. Our Upfront solution delivers thorough due diligence equipped with intelligent filters, allowing for more informed decision-making. Ultimately, this approach not only enhances efficiency but also fosters a culture of informed and responsive business practices.
API Access
Has API
No
API Access
Has API
No
Integrations
8am LawPay
Yes
Box
Yes
Dropbox
Yes
Google Calendar
Yes
Google Cloud Platform
No
Google Docs
Yes
Google Drive
Yes
Keap
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Integrations
8am LawPay
No
Box
No
Dropbox
No
Google Calendar
No
Google Cloud Platform
Yes
Google Docs
No
Google Drive
No
Keap
No
Microsoft OneDrive
No
Microsoft Outlook
No
Pricing Details
$45 Monthly & $39 Yearly
- Unlimited Cases
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
- 10GB Storage
- SMS Timekeeping
- Premium Features
- Integrations Included
- Two-Factor Authentication
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CaseFox
Founded
2010
Country
United States
Website
www.casefox.com
Vendor Details
Company Name
Fulcrum GT
Country
United States
Website
fulcrumgt.com/solutions/upfront
Product Features
Conflict Checking
Case Management
Yes
Client Database
Yes
Data Import / Export
Yes
Full Text Search
No
Indexing
No
Phonetic Search
No
Preemptive Conflicts Search
No
Relationship Tracking
No
Enterprise Legal Management (ELM)
Contract Lifecycle Management
No
Document Management
Yes
Legal Automation
Yes
Legal Spend Management
Yes
Legal e-Billing
Yes
Matter Management
Yes
Reporting / Analytics
Yes
eDiscovery
No
Law Practice Management
Billing & Invoicing
Yes
CRM
No
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Calendar
Case Defined Timekeepers
Yes
Completion Tracking
No
Conflict Management
Yes
Multi-Office
No
Reminders
Yes
Rules-Based Scheduling
Yes
Staff Calendar
Yes
Status Tracking
No
Task Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
Yes
Full Text Search
No
Version Control
No
